pg. 7
3. Customers and Jobs in QB: Jobs in QuickBooks = Sites/Locations in Field Service Management. If prior to
purchasing FSM your business has been using Jobs in QB as “work orders”, you probably have many Jobs in QB for
the same “Customer Site”. If this is the case, please call FSM Support prior to running the First-time sync between
FSM and QB to discuss ways to manage your existing QB customers and jobs when synced into FSM.
4. Service/site address: FSM pulls the billing information from the QB “Bill To” field and the service/site address from
the “Ship To” field. Even if the billing and service addresses are the same for your customer, there must be entries
in both the “Bill To” and the “Ship To” in QB. If the “Ship To” in QB is left empty, then there will not be an address
on the work orders in FSM for those customers. There are several ways this can be corrected:
a. One at a time in QB by clicking the “copy” button between the addresses in the customers’ records.
b. In FSM by editing the site address when customers call in for service.
c. All at once by exporting your customer list from QB to Excel and copy the “Bill To” columns to the “Ship
To” columns and importing the list back into QB.
i. If this is what you would like to do then any questions should be directed to Intuit QuickBooks
Support.
5. Work zones: If you need to setup multiple office locations in two or more service areas (usually different cities,
states, etc.) then y
ou should contact
[email protected], call 800
-
517-2871, or one of ou
r Local Experts
to assist
you. This must be setup correctly before your initial sync to bring customers into FSM or you will not have another
opportunity.
6. Estimating the time for Initial Sync between QB and FSM: It takes about an hour per chunk of 1,000 records. To
save time any customer records or job levels that can be made “inactive” should be made inactive prior to the
initial sync with FSM. FSM will not attempt to sync inactive items, customers, or jobs from QB. If you have more
than 6,000 customers/jobs in QB, we recommend inactivating records so you are bringing them into FSM in
increments of 5,000.
Installing the Corrigo Integration Client
Overview
In order to integrate Field Service Management with your QuickBooks accounting system, you will first need to install the
Corrigo Integration Client for QuickBooks. The “FSM” Integration Client is typically installed on only one computer in the
office. If the QuickBooks company file is installed on a server, the FSM Integration Client is, nevertheless, installed typically
on a desktop PC or laptop (not onto the server itself) and accesses the QB Company file that is located on the server. Also,
the “FSM sync” is NOT the same as the “QuickBooks Web Connector”. If necessary, you may also want to refer to “Running
the Corrigo Integration Client in a network share setup” later in this guide.
Once installed, the FSM integration client will enable you to synchronize customers and items, export/update web
application invoices and payments to QuickBooks, and map payment methods between the two systems. Time Card users
can export time card information.
If you desire to be able to perform the FSM Sync from more than one PC in the office, or if you want to move the FSM Sync
to a different computer, or if you wish change the “file path” referenced by the FSM Sync, please contact FSM Technical
Support prior to making these changes.
Prior to installing the FSM Integration Client on your PC it is recommended that you first check to make sure you have
already installed all necessary QuickBooks updates. This may require closing QuickBooks several times and/or rebooting
your computer, but will ensure the FSM Integration Client is making use of the newest file paths and database structures.
To update QuickBooks:
1. Launch QuickBooks and log in as the Administrator